Featured 13F manager
Kahn Brothers Group Inc.
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $633M
- 47 Positions
- 2026 Q2
- +12.2% QoQ
- Top 5 54.9%
Portfolio
top 5 54.9% · top 10 78.7%
- C - Citigroup 18.5%
- BAYRY - Bayer AG Spons 14.1%
- FLG - Flagstar Financial 9.6%
- GOOG - Alphabet · CLASS C 6.8%
- Z - Zillow Group 5.9%
- OGN - Organon & 5.7%
- DIS - Walt Disney 5.5%
- MRK - Merck & 4.4%
- MBI - M B I A 4.3%
- SEG - Seaport 3.9%
- SEB - Seaboard 3.8%
- BP - BP PLC 3.6%
- Other 13.9%
AUM over time
Book
| Assured Guaranty | 10.09% | Reduce −1.7% | 1,231,412 | $62.26 | $77M | −21,264 | +$16M |
| MRK - Merck | 9.96% | Reduce −0.4% | 681,763 | $110.95 | $76M | −2,492 | +$17M |
| BP - BP PLC | 9.96% | Reduce −0.4% | 2,165,501 | $34.93 | $76M | −8,222 | +$14M |
| PTEN - Patterson Energy | 9.91% | Reduce −2.9% | 4,472,105 | $16.84 | $75M | −131,457 | +$22M |
| BMY - Bristol Myers Squibb | 8.66% | Reduce −1.1% | 914,001 | $71.95 | $66M | −10,092 | +$69K |
| MBI - MBIA | 8.15% | Add +0.1% | 4,817,282 | $12.85 | $62M | +6,808 | +$18M |
| PFE - Pfizer | 7.00% | Reduce −0.4% | 1,038,306 | $51.24 | $53M | −4,047 | +$8M |
| C - Citigroup | 6.96% | Add +0.5% | 1,168,532 | $45.23 | $53M | +5,741 | +$4M |
| NYCBEUR - New York Community | 6.75% | Add +0.4% | 5,962,742 | $8.60 | $51M | +25,627 | +$636K |
| GSK - GSK PLC | 5.68% | Reduce −6.0% | 1,226,906 | $35.14 | $43M | −78,033 | +$5M |
| SEB - Seaboard | 4.95% | Add +1.0% | 9,955 | $3,775 | $38M | +98 | +$4M |
| VOXX International | 3.33% | Add +2.5% | 3,014,697 | $8.38 | $25M | +72,525 | +$3M |
| IDT - IDT Corp · CL B | 1.74% | Add +0.2% | 468,929 | $28.17 | $13M | +1,100 | +$2M |
| HLN - Haleon | 1.49% | Reduce −2.2% | 1,410,615 | $8.00 | $11M | −31,935 | +$2M |
| Viewray | 0.96% | Reduce −1.8% | 1,623,417 | $4.48 | $7M | −30,000 | +$1M |
| WBS - Webster Finl | 0.73% | Add +2.1% | 116,993 | $47.34 | $6M | +2,429 | +$360K |
| BB - Blackberry | 0.61% | Reduce −3.8% | 1,420,998 | $3.26 | $5M | −55,970 | −$2M |
| GNE - Genie Energy | 0.44% | Add +1.0% | 325,877 | $10.34 | $3M | +3,100 | +$351K |
| HOLX - Hologic | 0.30% | Reduce −5.0% | 30,385 | $74.81 | $2M | −1,600 | +$209K |
| NVS - Novartis | 0.26% | Reduce −6.5% | 21,578 | $90.73 | $2M | −1,500 | +$204K |
| OGN - Organon | 0.23% | Add +0.6% | 62,634 | $27.92 | $2M | +366 | +$292K |
| XOM - Exxon Mobil | 0.22% | Reduce −0.3% | 14,861 | $110.29 | $2M | −48 | +$337K |
| BAC - Bank of America | 0.19% | Add +302.2% | 43,069 | $33.11 | $1M | +32,361 | +$1M |
| CREW Energy | 0.15% | Add +207.4% | 282,780 | $4.16 | $1M | +190,780 | +$834K |
| FBAK - First Natl Bk Of Alaska | 0.15% | Hold | 4,770 | $232.91 | $1M | — | — |
| Trinity Place | 0.15% | Add +2.6% | 1,495,643 | $0.7401 | $1M | +38,383 | −$179K |
| BRK.B - Berkshire Hathaway | 0.13% | Hold | 3,107 | $308.94 | $960K | — | — |
| VTRS - Viatris | 0.11% | Reduce −0.4% | 74,174 | $11.13 | $826K | −288 | +$189K |
| Provident Financial | 0.08% | Hold | 27,472 | $21.37 | $587K | — | — |
| CVX - Chevrontexaco | 0.08% | Hold | 3,248 | $179.50 | $583K | — | — |
| VZ - Verizon | 0.07% | Reduce −2.2% | 13,954 | $39.42 | $550K | −310 | +$8K |
| PEYUF - Peyto Exp & Dev | 0.07% | Add +50.9% | 52,807 | $10.24 | $541K | +17,807 | +$260K |
| RFL - Rafael | 0.07% | Reduce −0.3% | 281,382 | $1.87 | $527K | −782 | +$19K |
| Hope Bancorp | 0.05% | Hold | 31,000 | $12.81 | $397K | — | — |
| Navient | 0.05% | Reduce −14.7% | 23,286 | $16.45 | $383K | −4,000 | −$18K |
| JPM - Jp Morgan Chase | 0.05% | Hold | 2,775 | $134.05 | $372K | — | — |
| PEP - Pepsico | 0.05% | Hold | 1,900 | $180.53 | $343K | — | — |
| PG - Proctor & Gamble | 0.04% | Hold | 2,244 | $144.08 | $323K | — | — |
| T - At T | 0.04% | Add +3.4% | 17,329 | $18.42 | $319K | +575 | +$62K |
| CMCSA - Comcast · CL A | 0.04% | Add +16.5% | 8,238 | $34.91 | $288K | +1,164 | +$80K |
| ZDGE - Zedge | 0.03% | Add +0.3% | 121,878 | $1.76 | $215K | +368 | −$72K |
| GBCI - Glacier Bancorp | 0.03% | Hold | 4,320 | $49.31 | $213K | — | — |
| Nam Tai Property F | 0.02% | New | 87,300 | $1.33 | $116K | +87,300 | +$116K |
| Idw Media | 0.01% | Add +1.0% | 70,624 | $0.9324 | $66K | +720 | −$41K |
| Lifeway Foods | 0.01% | Hold | 10,000 | $5.50 | $55K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DB - Deutsche Bank | 0.01% | Exit | 0 | $7.40 | $74K | −10,000 | −$74K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 48 | $633M | +12.2% | RESTATEMENT | 8/17/2026 | 000103956526000006 |
| 2026 Q2 | 48 | $564M | — | 13F-HR | 8/14/2026 | 000103956526000004 |
| 2026 Q1 | 48 | $564M | −0.2% | 13F-HR | 5/8/2026 | 000103956526000002 |
| 2025 Q4 | 54 | $565M | +6.2% | 13F-HR | 2/12/2026 | 000103956526000001 |
| 2025 Q3 | 53 | $532M | +6.8% | 13F-HR | 11/12/2025 | 000103956525000006 |
| 2025 Q2 | 51 | $498M | +0.8% | 13F-HR | 8/14/2025 | 000103956525000005 |
| 2025 Q1 | 55 | $494M | +7.4% | 13F-HR | 5/15/2025 | 000103956525000004 |
| 2024 Q4 | 52 | $460M | −20.8% | 13F-HR | 2/14/2025 | 000103956525000001 |
| 2024 Q3 | 53 | $581M | −2.4% | 13F-HR | 11/13/2024 | 000103956524000013 |
| 2024 Q2 | 52 | $595M | −11.7% | 13F-HR | 8/14/2024 | 000103956524000012 |
| 2024 Q1 | 53 | $674M | +6.1% | 13F-HR | 5/15/2024 | 000103956524000005 |
| 2023 Q4 | 43 | $635M | −0.9% | 13F-HR | 2/13/2024 | 000103956524000001 |
| 2023 Q3 | 43 | $641M | −6.0% | 13F-HR | 11/13/2023 | 000103956523000013 |
| 2023 Q2 | 43 | $682M | −1.9% | 13F-HR | 8/9/2023 | 000103956523000010 |
| 2023 Q1 | 45 | $695M | −8.6% | 13F-HR | 5/12/2023 | 000103956523000005 |
| 2022 Q4 | 45 | $760M | +18.4% | 13F-HR | 2/15/2023 | 000103956523000002 |
| 2022 Q3 | 45 | $642M | −13.6% | 13F-HR | 11/15/2022 | 000103956522000014 |
| 2022 Q2 | 45 | $743M | −5.7% | 13F-HR | 8/10/2022 | 000103956522000013 |
| 2022 Q1 | 46 | $788M | +8.2% | 13F-HR | 5/2/2022 | 000103956522000009 |
| 2021 Q4 | 43 | $728M | +2.5% | 13F-HR | 1/25/2022 | 000103956522000001 |
| 2021 Q3 | 43 | $710M | — | 13F-HR | 11/1/2021 | 000103956521000008 |
About
KAHN BROTHERS GROUP INC
21 processed 13Fs on this site · 2021 Q3–2026 Q2